Joel Wright
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003567
- Location
- Sydney NSW 2000
- Licensee
- Macquarie Bank Limited (AFSL 237502); Macquarie Equities Limited (AFSL 237504)
- Authorised since
- 23 October 2019
- First provided advice
- 2004
- Qualifications
- Generic Knowledge, Kaplan Higher Education Pty Limited (2004); Investment Planning 1, Kaplan Higher Education Pty Limited (2004); ASX Accredited Derivatives Adviser Level One, Kaplan Higher Education Pty Limited (2006); Graduate Certificate in Applied Finance, Kaplan Higher Education Pty Limited (2010); ADA2 Level 2, Kaplan Higher Education Pty Limited (2014); Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice), Financial Education Professionals Pty Ltd (2014); Foundations of Financial Planning Part B: Financial Planning, Kaplan Higher Education Pty Limited (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019); Graduate Diploma of Financial Planning., Kaplan Higher Education Pty Limited (2022); Commercial Law, Kaplan Higher Education Pty Limited (2025)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Joel Wright
Joel Wright is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001003567).
The licensee Joel advises under is Macquarie Bank Limited (AFS licence 237502). The register also lists Macquarie Equities Limited (licence 237504). The current authorisation started on 23 October 2019.
According to the register, Joel first provided financial advice in 2004. The qualifications listed for Joel include Generic Knowledge (Kaplan Higher Education Pty Limited, 2004), Investment Planning 1 (Kaplan Higher Education Pty Limited, 2004) and ASX Accredited Derivatives Adviser Level One (Kaplan Higher Education Pty Limited, 2006).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Joel Wright a registered financial adviser?
Yes. Joel Wright is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003567.
Which licensee does Joel Wright work under?
Macquarie Bank Limited, Australian financial services licence 237502 and Macquarie Equities Limited, Australian financial services licence 237504.
What can Joel Wright give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives.